Survey experiences are designed to collect feedback, preferences, opinions, and customer insights through a series of questions. Unlike Product Finders or Personality Quizzes, surveys do not require recommendation logic or outcome configuration. Instead, the focus is on creating clear questions, selecting the appropriate question types, and capturing responses.

This template includes:

The question screens in this template may use a variety of question types, including:

Not every survey template will use the same question types or question order. The purpose of this guide is to walk you through how to identify and update each question type so you can customize the survey for your specific use case.

To launch this template:

The platform will generate a new experience using the template structure and selected branding.

Once created, you can customize the content and survey questions to fit your specific use case.

The first step is to replace the template branding with your own. If you're style guide is already created, then this will happen at the template experience creation step.

Review and update:

Applying your style guide first makes it easier to visualize the final experience as you customize content and recommendations.

Haven't created a Style Guide yet? No problem! You can still apply your branding directly within the experience.

Complete all branding updates before modifying copy, logic, or product feed configurations.

The Intro Screen introduces users to the survey and sets expectations for participation.

Update the headline to explain the purpose of the survey.

Examples:

Provide context about the survey and explain what users can expect.

Examples:

Update the button text to encourage participation.

Examples:

Update imagery, colors, fonts, and branding elements to align with your Style Guide.

Survey templates may use different question types depending on the information you want to collect.

Review each question screen and update the content, response options, and styling as needed.

Use this question type when users can select multiple responses.

Use the inline toolbar to:

For detailed configuration guidance, review the Select All That Apply documentation.

Use this question type when users need to prioritize or rank options in order of importance.

Use the inline toolbar to:

For detailed configuration guidance, review the Stack Rank documentation.

Use this question type when users are providing a rating, score, or preference along a scale.

Review your slider settings to ensure the scale accurately reflects the feedback you want to collect.

The lead capture screen allows you to collect information before revealing quiz results.

Review and update:

Determine which information you want to collect:

Update all consent language to align with your organization's legal and compliance requirements.

Examples include:

Ensure all links point to the correct destinations:

Best Practice: Keep forms as short as possible while collecting the information required for your business objectives.

The Thank You screen confirms survey completion and provides any next actions.

Thank users for their participation.

Examples:

Provide any follow-up information.

Examples:

Add a next step if desired.

Examples:

If using a redirect, verify that the destination URL is correct.

Before publishing, review the overall experience design.

Confirm:

Before publishing, complete a full testing pass. From the Builder Map, you will click on the Preview button to test your experience.

Run multiple test scenarios to verify that:

Once testing is complete, your Survey experience is ready to publish and generate launch links by toggling to the launch section from the Builder Map.

Review the Experience Launch Articles:

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